Role Summary
We are seeking an experienced Insurance Operations Executive with strong
knowledge of insurance products, processes, and customer servicing. The role
involves handling end-to-end operational activities including documentation,
policy servicing, coordination with insurers, and ensuring smooth and accurate
process execution.
Key Responsibilities
- Manage day-to-day operations for insurance policies including
application processing, policy issuance, renewals, endorsements, and
cancellations.
- Verify proposal forms, KYC documents, premium details, and ensure
accurate data entry in internal systems.
- Coordinate with insurance companies for policy issuance,
corrections, and servicing queries.
- Assist customers with queries related to policy features, premium,
coverage, exclusions, and claim processes.
- Support customers in claim initiation, documentation, tracking, and
follow-up until closure.
- Maintain proper records of policies, payments, and documents.
- Prepare daily and monthly MIS reports and reconciliation
statements.
- Ensure compliance with IRDAI guidelines and company SOPs.
- Support sales/relationship teams with product details, quotes, and
operational requirements.
- Identify service gaps and suggest improvements in operational
workflows.
Requirements
Skills &
Qualifications
- Graduate in Commerce, Business, Finance, or related field.
- 1–3 years of experience in insurance operations (life, health, or
general insurance).
- Strong knowledge of insurance products, underwriting basics, and
policy servicing processes.
- Good understanding of KYC and regulatory compliance requirements.
- Proficiency in MS Excel and insurance CRM/portal systems.
- Excellent communication and customer-handling skills.
- Strong attention to detail and ability to work with accuracy.
Benefits
- Competitive Salary + Attractive Incentives
- Group Health Insurance
- Gratuity
- ️ Leave Encashment
Skills Required
- Graduate degree in Commerce, Business, Finance, or a related field
- 1-3 years of experience in insurance operations
- Knowledge of insurance products, underwriting basics, and policy servicing processes
- Understanding of KYC and regulatory compliance requirements
- Proficiency in MS Excel and insurance CRM or portal systems
- Excellent communication and customer-handling skills
- Strong attention to detail and ability to work accurately
What We Do
JRG Financial Services Pvt. Ltd., operating as Wealth Escalator by JRG Financial Services, is a Gurugram-based financial advisory firm founded in 2007. It helps individuals and families build long-term wealth through financial planning, goal setting, risk management, strategic investments, and wealth management. The company also promotes financial literacy and offers resources, webinars, calculators, and investment products including mutual funds, equities, bonds, and fixed deposits.
